SÓ
FF-10241 · Client since 10 Jan 2008
Seán Ó Briain
sean@example.ie+353 87 327 9621Douglas, Cork
- FRAME-managed
- €417,879
- Advisor
- Siobhán Murphy
- Risk profile
- Cautious
- Next review
- 28 Oct 2026Overdue
Asset summary
- Invested assets & pensions
- €375,694
- Cash & deposits
- €42,185
- Insurance cash / surrender value
- €0
- Total current assets
- €417,879
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 28 Oct 2026Overdue
Overall complianceOverdue